Integrate Ascora with Retently

Trigger NPS/CSAT surveys after job completion or quote acceptance, sync customer profiles and job status updates with Retently, and use feedback scores to improve service delivery and customer satisfaction.

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About Ascora

Ascora provides functionalities for managing customers, jobs, quotes, and enquiries, including their creation, modification, and status updates.

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Ascora to Retently

1

Customer Modified

Triggers when an existing Customer is modified
2

Job Modified

Triggers when an existing Job is modified
3

New Customer

Triggers when a new Customer is created
4

New Job

Triggers when a new job is created
5

Quote Modified

Triggers when an existing Quote is modified.
6

Enquiry Modified

Triggers when an existing Enquiry is modified.
7

Job Status Updated

Triggers when a Job Status has changed.
8

New Enquiry

Triggers when a new Enquiry is created.
9

New Quote

Triggers when a new Quote is created.
10

Quote Status Changed

Triggers when the Status of a Quotation is changed.
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Retently to Ascora

1

Create Enquiry

Creates an Enquiry.
2

Create or Update Quote

Creates a new Quote or updates an existing Quote.
3

Create or Update Customer Contact

Creates or updates a Contact associated with a particular Customer.
4

Update Quote Status

Updates the Status of the specified Quote.
5

Find Quote

Finds a Quotation.
6

Create or Update Job

Creates a new Job or updates an existing one if a Job ID was specified.
7

Create or Update Supplier

Creates a new Supplier or updates an existing Supplier if the Supplier ID has been specified.
8

Create or Update Customer

Creates a new Customer or updates an existing Customer if a Customer ID is provided.
9

Find Job

Finds a Job based on the specified filters.
10

Search Customers

Searches for a particular Customer.

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